Connect BugHerd feedback to campaign context
When a report names a campaign, retrieve its Salesforce record to help the team understand the surrounding engagement.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List campaigns
Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Feedback connected to a campaign can be hard to interpret when campaign context is not at hand.
- Review campaign context alongside product feedback.
- Use named campaign details without a manual CRM lookup.
- Help teams understand engagement context.
Setup
Build it in a few focused steps.
- 1Connect BugHerd and Salesforce once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, ask Notis to search Salesforce campaigns using campaign details explicitly included in the submitted report.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one report that names a known campaign.
Questions about this workflow
Can Notis infer the campaign from a bug report?
The request should include campaign details or an identifier. Notis should report when it cannot identify a clear match.
Does this add a reporter to a campaign?
No. This workflow only finds campaign records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bugherd to Salesforce. A trigger fires from one place; an action lands in another.
Bugherd triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Bugherd and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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